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Industry CRM

LeCRM for Accounting firms

A CRM workspace configured around the way accounting firms teams actually sell, follow up and invoice.

Create my workspace Updated : June 2026
LeCRM pre-configured for your industry (demo data)

The daily problem

Accounting firms manage many client files, recurring deadlines, documents and monthly fees. Missing one follow-up can create operational risk.

LeCRM workflow

LeCRM organizes client files, recurring fee invoices, missing documents, deadlines and team workload.

  • Clients, contacts and opportunities in one place.
  • Quotes, invoices and payments tracked in MAD.
  • Reminders and follow-ups, including WhatsApp where useful.
  • Fields and dashboards adapted to the sector.

Dashboard examples

Track monthly fees, paid invoices, upcoming deadlines and clients late on documents.

Setup: LeCRM can be configured with your team in under 5 minutes using self-service onboarding, an industry pack, demo data and your own client import.

How to start

Start your free workspace. The guided setup shows the exact flow for your activity, then configures the workspace around your pipeline, documents and reporting needs.

Frequently asked questions

Is the industry pack fixed?

No. It is a starting point: pipeline stages, fields, templates and dashboards can be adapted during setup.

Can my existing clients be imported?

Yes. We can import client lists from Excel/CSV and help clean the structure.

Does it include invoicing?

Yes. Quotes, invoices, payment tracking and reminders are part of the core workflow.

Try LeCRM.ma

Clients, quotes, ICE/VAT-configurable invoices and WhatsApp reminders — in MAD, workspace ready in under 5 minutes. 14-day free trial, no commitment.

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